Best practices for migrating Planning Server data

Published 13 February 09 09:01 AM | SteveH 

The importance of including test, development, and production environments in your PerformancePoint Planning Server operation cannot be overstated. This system allows you to build in the development environment, test your changes in the test environment, and then perform real world work in the production environment.

 Planning Server data should be migrated in one direction only, from the development environment to the test environment to the production environment. Do not migrate data backwards, from your production environment to test and development.  Backward migration can cause problems with business rules, permissions, and roles that can exist in the production environment but not in the other environments.

Migrating Planning Server data involves a source environment and a destination environment. All new additions to the environment should be performed at the source environment prior to migrating to the destination environment.

For complete details see the Microsoft TechNet article, Migrating Planning Server data.

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About SteveH

I've been writing for the PerformancePoint UA team in the IT Professional area since 2008. I have also written documentation for Duet 1.5 through the Service Pack 3 release and am currently writing for Microsoft SharePoint Server 2010 in Excel Services. I look forward to contributing to the B.I. the way... PerformancePoint Server documentation team blog.

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